Written by StockBrokers.com
In this head to head comparison of Fidelity vs J.P. Morgan Self-Directed Investing, we will compare the trading platforms, mobile apps, range of investments, costs, market research, and more. Let's dive in.
When deciding between Fidelity and J.P. Morgan Self-Directed Investing, it's key to consider the variety of investment options each broker offers. Fidelity excels with a broader selection, including unique options like forex and crypto trading, which J.P. Morgan Self-Directed Investing lacks entirely. As a result, Fidelity earns a higher range of investment rating with 5 stars, compared to J.P. Morgan's 4 stars, quickly establishing the former as a top-tier choice for investors seeking diverse portfolios. StockBrokers.com also ranks Fidelity significantly higher, putting it at number three out of 14 brokers, whereas J.P. Morgan comes in at number nine. This comprehensive access gives Fidelity an edge in catering to varied investment strategies, making it a preferred platform for many investors.
Both Fidelity and J.P. Morgan Self-Directed Investing provide robust stock, margin, and options trading facilities, offering flexibility to traders engaging in different markets. They also support mutual funds and allow fractional share trading, giving investors the opportunity to diversify investments effectively. When it comes to OTC stocks, both platforms match in capability, offering access to these less formally traded equities. For investors looking to build for retirement, both Fidelity and J.P. Morgan provide traditional and Roth IRA accounts, ensuring comprehensive coverage across required financial planning avenues. Furthermore, those seeking guidance can utilize advisor services offered by both platforms, providing essential support to tailor individual investment goals.
However, Fidelity distinguishes itself with its inclusion of crypto trading, offering the opportunity to trade three distinct coins, while J.P. Morgan does not support crypto trading at all. This feature, alongside its ability to engage in forex trading, enriches Fidelity’s portfolio diversity and supports trending investment interests. While neither platform currently provides futures trading, the comprehensive range at Fidelity means that whether you're a traditional investor or interested in newer asset classes, you're likely to find all you need in one place. Ultimately, Fidelity's wider array of investment choices and higher industry ratings place it in a favorable light for those looking for a more expansive trading experience.
| Feature |
Fidelity
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| Stock Trading | Yes | Yes |
| Account Feature - Margin Trading | Yes | Yes |
| Fractional Shares (Stocks) | Yes | Yes |
| OTC Stocks | Yes | Yes |
| Mutual Funds | Yes | Yes |
| Options Trading | Yes | Yes |
| Futures Trading | No | No |
| Crypto Trading | Yes | No |
| Crypto Trading - Total Coins | 3 | 0 |
| Range of Investments |
|
|
Dive deeper: Best Options Trading Platforms for 2025, Best Futures Trading Platforms for 2025: A Beginner-Friendly Guide to an Advanced Market
When evaluating online brokers, Fidelity shines as a strong contender with its comprehensive trading platform, scoring 4.5 stars and ranking fourth in a review of 14 brokers by StockBrokers.com. In contrast, J.P. Morgan Self-Directed Investing, rated at 2.5 stars and taking the thirteenth spot in the same ranking, offers less in terms of platform versatility and advanced tools, making Fidelity the preferable choice for traders seeking a more enriching trading experience.
Fidelity offers both Windows and Mac downloadable trading platforms, while J.P. Morgan Self-Directed Investing provides none. Both brokers have browser-based platforms, but Fidelity distinguishes itself with advanced features like a trading journal and the ability to adjust open orders directly on a stock chart. Fidelity excels in charting tools, presenting users with 129 technical indicators and 38 drawing tools, compared to J.P. Morgan's 36 indicators and 10 drawing tools. Additionally, Fidelity users can enhance their trading activities with features such as adding notes to charts, displaying historical trades, and managing corporate events on charts, all of which J.P. Morgan's platform lacks.
Analyzing customizability and feature-richness, Fidelity offers extensive watch lists with 92 fields and sophisticated chart customization options including the ability to save multiple chart profiles, view chart patterns, and configure custom date ranges. While Fidelity lacks custom study creation, this is one of the few areas where J.P. Morgan stands out, albeit modestly. Despite this, Fidelity’s overall superior features and functionality make it the clear winner for users seeking a more robust trading platform.
| Feature |
Fidelity
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| Web Trading Platform | Yes | Yes |
| Desktop Trading Platform | Yes | No |
| Desktop Platform (Mac) | Yes | No |
| Paper Trading | No | No |
| Watch Lists - Total Fields | 92 | 20 |
| Charting - Indicators / Studies | 129 | 36 |
| Charting - Drawing Tools | 38 | 10 |
| Platforms & Tools |
|
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Fidelity and J.P. Morgan Self-Directed Investing both offer a variety of educational resources, making them strong choices for beginners seeking to enhance their investment knowledge. They cover essential investment topics, including stocks, ETFs, options, mutual funds, and bonds. Additionally, both platforms provide users access to educational videos and webinars. However, Fidelity distinguishes itself by offering educational quizzes and a feature that allows investors to track their learning progress, which can be valuable for those looking to measure their improvement over time.
While neither Fidelity nor J.P. Morgan Self-Directed Investing offers paper trading, Fidelity receives a slightly higher acclaim for its educational offerings, earning a 5-star rating compared to J.P. Morgan's 4.5 stars. StockBrokers.com ranks Fidelity's educational resources second out of 14 brokers, whereas J.P. Morgan holds the sixth position. This makes Fidelity a standout choice for those who prioritize comprehensive educational support in their investment journey.
| Feature |
Fidelity
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| Education (Stocks) | Yes | Yes |
| Education (ETFs) | Yes | Yes |
| Education (Options) | Yes | Yes |
| Education (Mutual Funds) | Yes | Yes |
| Education (Fixed Income) | Yes | Yes |
| Paper Trading | No | No |
| Videos | Yes | Yes |
| Webinars | Yes | Yes |
| Education |
|
|
Dive deeper: Best Stock Trading Platforms for Beginners of 2025
When comparing the stock trading app capabilities of Fidelity and J.P. Morgan Self-Directed Investing, Fidelity clearly stands out as the superior choice. Rated 5 stars by users, Fidelity's app not only ranks third among 14 brokers according to StockBrokers.com, but it also excels in features such as streaming quotes, live TV, and videos on demand—services not available with J.P. Morgan. Fidelity's app offers a comprehensive suite of features for both iPhone and Android users, along with exclusive Apple Watch accessibility, making it an exceptional choice for traders seeking flexibility and robust resources.
Fidelity's stock trading app is designed to support a range of functionalities that enhance the user experience. Both Fidelity and J.P. Morgan offer apps for iPhone and Android devices, and each provides mobile options trading. However, Fidelity additionally offers mobile after-hours trading, streaming quotes, and after-hours charting—features that J.P. Morgan lacks. For users interested in chart customization, Fidelity offers a significantly larger range of technical studies, with 128 options compared to J.P. Morgan's 36, alongside the ability to display stock comparisons on charts.
Customization and real-time access are vital for stock trading, and Fidelity covers these aspects with excellence. Both apps allow for the creation and customization of watch lists and charts in landscape mode, but Fidelity's offerings are much broader with its real-time updates and enhanced charting capabilities. Whether you're a seasoned trader or a novice investor, Fidelity's categorically superior functionality and widespread accessibility provide users with the tools needed for insightful trading decisions on the go. J.P. Morgan's app, though solid with a 4-star rating, falls short in comparison to Fidelity's full-featured experience.
| Feature |
Fidelity
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| iPhone App | Yes | Yes |
| Android App | Yes | Yes |
| Apple Watch App | Yes | No |
| Stock Alerts | Yes | Yes |
| Charting - After-Hours | Yes | No |
| Charting - Technical Studies | 128 | 36 |
| Mobile Trading Apps |
|
|
Dive deeper: Best Stock Trading Apps for 2025
When comparing Fidelity and J.P. Morgan Self-Directed Investing, both stand out for offering excellent value due to having no minimum deposit requirements and no fees for regular stock trades. Yet, for options trades, both platforms charge a similar fee of $0.65 per contract. Where Fidelity has an edge is in more intricate cost structures, especially for third-party fees and margin interest rates. Fidelity generally offers lower margin rates, and does not charge for full account transfers and IRA closures, unlike J.P. Morgan, which imposes a $75 fee for these services.
Both Fidelity and J.P. Morgan Self-Directed Investing make it easy for new and seasoned investors alike by maintaining a $0 minimum deposit and zero fees for regular stock trades. Options trading enthusiasts will find their charges per contract identical, indicating parity in that area. However, the divergence comes in margin rates and account-related fees. Fidelity charges lower interest rates on margin balances across various tiers, making it especially appealing for those planning to engage in margin trading.
IRA-related fees are another area where the two diverge. Fidelity charges nothing for both IRA annual fees and closure fees, presenting a hassle-free option for those looking to move or manage retirement funds. In comparison, J.P. Morgan charges a $75 fee for closing an IRA, potentially adding costs for users planning to switch providers. When it comes to account transfers, Fidelity remains fee-free, either for partial or full transfers, whereas J.P. Morgan imposes a $75 charge for full account transfers. These differences in fee structures can significantly impact long-term investment expenses, making Fidelity a potentially more cost-effective choice in various aspects over J.P. Morgan Self-Directed Investing.
| Feature |
Fidelity
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| Minimum Deposit | $0.00 | $0.00 |
| Stock Trades | $0.00 | $0.00 |
| Options (Per Contract) | $0.65 | $0.65 |
| Options Exercise Fee | $0.00 | $0.00 |
| Options Assignment Fee | $0.00 | $0.00 |
| IRA Annual Fee | $0.00 | $0.00 |
| IRA Closure Fee | $0.00 | $75.00 |
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For those interested in day trading, Fidelity offers several features that can enhance the trading experience compared to J.P. Morgan Self-Directed Investing. Fidelity users benefit from streaming time and sales for stocks, providing real-time information crucial for making informed trading decisions. Additionally, streaming live TV is available with Fidelity, ensuring traders are up-to-date with the latest market news. Direct market routing and trading hotkeys are also part of Fidelity's offerings, alongside access to level 2 quotes and basic strategy backtesting, which can aid in executing more refined trading strategies. A unique short locator tool allows Fidelity customers to assess the real-time availability of shares available for shorting, a critical feature for active traders.
In contrast, J.P. Morgan Self-Directed Investing lacks several of these desirable features, potentially putting day traders at a disadvantage. Users do not have access to streaming time and sales data, live TV, or direct market routing, which are essential tools for making quick and informed trading decisions. Furthermore, trading hotkeys and level 2 quotes are absent, as is basic strategy backtesting. While neither platform supports ladder trading or offers advanced strategy backtesting and order liquidity rebates, Fidelity's offerings cater more comprehensively to the needs of day traders seeking detailed market data and tools.
| Feature |
Fidelity
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| Streaming Time & Sales | Yes | No |
| Streaming TV | Yes | No |
| Direct Market Routing - Equities | Yes | No |
| Level 2 Quotes - Stocks | Yes | No |
| Trade Ideas - Backtesting | Yes | No |
| Trade Ideas - Backtesting Adv | No | No |
| Short Locator | Yes | No |
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When it comes to market research capabilities, Fidelity outranks J.P. Morgan Self-Directed Investing. With a higher rating from StockBrokers.com, Fidelity is ranked third out of fourteen brokers, illustrating its superior place in the league of financial research. Offering a comprehensive array of research tools and detailed reports across various asset classes, Fidelity is rated five stars for market research. J.P. Morgan Self-Directed Investing, though providing solid offerings, falls short in certain areas, earning a four-star rating and a seventh rank by StockBrokers.com.
Fidelity offers extensive research capabilities including stock, ETFs, mutual funds, Pink Sheets/OTCBB, and bonds. Notably, it provides insights into portfolio allocation by asset class, social media sentiment data, and has ESG (Environmental, Social, and Governance) research available for users. In terms of downloadable resources, Fidelity offers seven PDF research reports for stocks and has options for ETFs, whereas J.P. Morgan provides only two such reports for stocks and none for ETFs. Neither broker offers downloadable PDF research reports specifically for mutual funds.
Both brokers supply effective tools for idea generation, with stock, ETF, mutual fund, and bond screeners available to users. However, Fidelity offers a more diverse array of downloadable and on-screen research options. While J.P. Morgan Self-Directed Investing covers the basics well, it lacks Fidelity's depth, particularly in areas like social media sentiment data and ESG research. For investors seeking a more enriched and varied research experience, Fidelity stands out as the more comprehensive choice.
| Feature |
Fidelity
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| Research - Stocks | Yes | Yes |
| Screener - Stocks | Yes | Yes |
| Research - ETFs | Yes | Yes |
| Screener - ETFs | Yes | Yes |
| Research - Mutual Funds | Yes | Yes |
| Screener - Mutual Funds | Yes | Yes |
| Research - Fixed Income | Yes | Yes |
| Screener - Fixed Income | Yes | Yes |
| Research |
|
|
When comparing the banking features of Fidelity and J.P. Morgan Self-Directed Investing, there are distinct differences and similarities to consider. Fidelity does not offer traditional banking products like checking and savings accounts, whereas J.P. Morgan Self-Directed Investing provides both, giving users more options for everyday banking. Both services offer debit and credit cards, providing convenient payment methods for their users. In terms of borrowing, both offer mortgage loans, catering to customers in need of home financing. For those interested in growing their savings with certificates of deposit (CDs), both Fidelity and J.P. Morgan Self-Directed Investing offer this option. Overall, J.P. Morgan stands out for its comprehensive banking offerings, especially with its checking and savings accounts, while Fidelity remains competitive with its wide range of other financial products.
| Feature |
Fidelity
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| Checking Accounts | No | Yes |
| Savings Accounts | No | Yes |
| Debit Cards | Yes | Yes |
| Credit Cards | Yes | Yes |
| Mortgage Loans | Yes | Yes |
| Brokerage CDs | Yes | Yes |
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After opening live accounts and testing 14 of the best online brokers, our research and live account testing finds that Fidelity is better than J.P. Morgan Self-Directed Investing. Fidelity finished with an overall score of 96.2%, while J.P. Morgan Self-Directed Investing finished with a score of 85.4%.
Fidelity is a value-driven online broker offering $0 trades, industry-leading research, excellent trading tools and an easy-to-use mobile app.
Fidelity outshines J.P. Morgan Self-Directed Investing in the crypto trading arena by offering access to 3 cryptocurrencies, whereas J.P. Morgan provides no options for digital coin trading.
Dive deeper: Best Online Brokers for Crypto Trading in 2025
Both Fidelity and J.P. Morgan Self-Directed Investing offer traditional and Roth IRA accounts with no annual fees; however, while Fidelity charges no fee for closing IRA accounts, J.P. Morgan Self-Directed Investing imposes a $75 closure fee.
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| Review | Fidelity Review | J.P. Morgan Self-Directed Investing Review |
| Broker Screenshots | Fidelity | J.P. Morgan Self-Directed Investing | |
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| Trading Fees | Fidelity | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Minimum Deposit | $0.00 | $0.00 | |
| Stock Trades | $0.00 | $0.00 | |
| Penny Stock Fees (OTC) | $0.00 | $0.00 | |
| Mutual Fund Trade Fee | Varies | $0 | |
| Options (Per Contract) | $0.65 | $0.65 | |
| Futures (Per Contract) | (Not offered) | (Not offered) | |
| Broker Assisted Trade Fee | $32.95 | Varies |
| Margin Rates | Fidelity | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Margin Rate Under $25,000 | 12.575% | 13.25% | |
| Margin Rate $25,000 to $49,999.99 | 12.075% | 13% | |
| Margin Rate $50,000 to $99,999.99 | 11.125% | 12.5% | |
| Margin Rate $100,000 to $249,999.99 | 11.075% | 12.25% | |
| Margin Rate $250,000 to $499,999.99 | 10.825% | 12.25% | |
| Margin Rate $500,000 to $999,999.99 | 8.500% | 11.5% | |
| Margin Rate Above $1,000,000 | 8.250% | 11% |
| Account Fees | Fidelity | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| IRA Annual Fee | $0.00 | $0.00 | |
| IRA Closure Fee | $0.00 | $75.00 | |
| Account Transfer Out (Partial) | $0.00 | $0.00 | |
| Account Transfer Out (Full) | $0.00 | $75.00 | |
| Options Exercise Fee | $0.00 | $0.00 | |
| Options Assignment Fee | $0.00 | $0.00 |
| Investment Options | Fidelity | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Stock Trading | Yes | Yes | |
| Account Feature - Margin Trading | Yes | Yes | |
| Fractional Shares (Stocks) | Yes | Yes | |
| OTC Stocks | Yes | Yes | |
| Options Trading | Yes | Yes | |
| Complex Options Max Legs | 4 | 1 | |
| Futures Trading | No | No | |
| Forex Trading | Yes | No | |
| Crypto Trading | Yes | No | |
| Crypto Trading - Total Coins | 3 | 0 | |
| Fixed Income (Treasurys) | Yes | Yes | |
| Fixed Income (Corporate Bonds) | Yes | Yes | |
| Fixed Income (Municipal Bonds) | Yes | Yes | |
| Traditional IRAs | Yes | Yes | |
| Roth IRAs | Yes | Yes | |
| Advisor Services | Yes | Yes | |
| International Countries (Stocks) | 25 | 0 |
| Order Types | Fidelity | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Order Type - Market | Yes | Yes | |
| Order Type - Limit | Yes | Yes | |
| Order Type - After Hours | Yes | No | |
| Order Type - Stop | Yes | Yes | |
| Order Type - Trailing Stop | Yes | No | |
| Order Type - OCO | Yes | No | |
| Order Type - OTO | Yes | No | |
| Order Type - Broker Assisted | Yes | Yes |
| Beginners | Fidelity | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Education (Stocks) | Yes | Yes | |
| Education (ETFs) | Yes | Yes | |
| Education (Options) | Yes | Yes | |
| Education (Mutual Funds) | Yes | Yes | |
| Education (Fixed Income) | Yes | Yes | |
| Education (Retirement) | Yes | Yes | |
| Retirement Calculator | Yes | Yes | |
| Investor Dictionary | Yes | No | |
| Paper Trading | No | No | |
| Videos | Yes | Yes | |
| Webinars | Yes | Yes | |
| Progress Tracking | Yes | No | |
| Interactive Learning - Quizzes | Yes | No |
| Stock Trading Apps | Fidelity | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| iPhone App | Yes | Yes | |
| Android App | Yes | Yes | |
| Apple Watch App | Yes | No | |
| Trading - Stocks | Yes | Yes | |
| Trading - After-Hours | Yes | No | |
| Trading - Simple Options | Yes | Yes | |
| Trading - Complex Options | Yes | No | |
| Order Ticket RT Quotes | Yes | Yes | |
| Order Ticket SRT Quotes | Yes | No |
| Stock App Features | Fidelity | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Market Movers (Top Gainers) | Yes | Yes | |
| Stream Live TV | Yes | No | |
| Videos on Demand | Yes | No | |
| Stock Alerts | Yes | Yes | |
| Option Chains Viewable | Yes | Yes | |
| Watch List (Real-time) | Yes | Yes | |
| Watch List (Streaming) | Yes | No | |
| Watch Lists - Create & Manage | Yes | Yes | |
| Watch Lists - Column Customization | Yes | Yes |
| Stock App Charting | Fidelity | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Charting - After-Hours | Yes | No | |
| Charting - Can Turn Horizontally | Yes | Yes | |
| Charting - Multiple Time Frames | Yes | Yes | |
| Charting - Technical Studies | 128 | 36 | |
| Charting - Study Customizations | Yes | Yes | |
| Charting - Stock Comparisons | Yes | No |
| Trading Platforms | Fidelity | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Active Trading Platform | Active Trader Pro | No | |
| Desktop Trading Platform | Yes | No | |
| Desktop Platform (Mac) | Yes | No | |
| Web Trading Platform | Yes | Yes | |
| Paper Trading | No | No | |
| Trade Journal | Yes | No | |
| Watch Lists - Total Fields | 92 | 20 |
| Stock Chart Features | Fidelity | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Charting - Adjust Trades on Chart | Yes | No | |
| Charting - Indicators / Studies | 129 | 36 | |
| Charting - Drawing Tools | 38 | 10 | |
| Charting - Notes | Yes | No | |
| Charting - Historical Trades | Yes | No | |
| Charting - Corporate Events | Yes | Yes | |
| Charting - Custom Date Range | Yes | No | |
| Charting - Custom Time Bars | Yes | No | |
| Charting - Automated Analysis | Yes | No | |
| Charting - Save Profiles | Yes | No | |
| Trade Ideas - Technical Analysis | Yes | No | |
| Charting - Study Customizations | 5 | 3 | |
| Charting - Custom Studies | No | Yes |
| Day Trading | Fidelity | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Streaming Time & Sales | Yes | No | |
| Streaming TV | Yes | No | |
| Direct Market Routing - Equities | Yes | No | |
| Ladder Trading | No | No | |
| Trade Hot Keys | Yes | No | |
| Level 2 Quotes - Stocks | Yes | No | |
| Trade Ideas - Backtesting | Yes | No | |
| Trade Ideas - Backtesting Adv | No | No | |
| Short Locator | Yes | No | |
| Order Liquidity Rebates | No | No |
| Research Overview | Fidelity | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Research - Stocks | Yes | Yes | |
| Research - ETFs | Yes | Yes | |
| Research - Mutual Funds | Yes | Yes | |
| Research - Pink Sheets / OTCBB | Yes | Yes | |
| Research - Fixed Income | Yes | Yes | |
| Screener - Stocks | Yes | Yes | |
| Screener - ETFs | Yes | Yes | |
| Screener - Mutual Funds | Yes | Yes | |
| Screener - Fixed Income | Yes | Yes | |
| Portfolio Asset Allocation | Yes | Yes |
| Stock Research | Fidelity | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Stock Research - PDF Reports | 7 | 2 | |
| Stock Research - Earnings | Yes | Yes | |
| Stock Research - Insiders | Yes | No | |
| Stock Research - Social | Yes | No | |
| Stock Research - News | Yes | Yes | |
| Stock Research - ESG | Yes | No | |
| Stock Research - SEC Filings | Yes | No |
| ETF Research | Fidelity | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| ETFs - Investment Objective | Yes | Yes | |
| ETF Fund Facts - Inception Date | Yes | Yes | |
| ETF Fund Facts - Expense Ratio | Yes | Yes | |
| ETF Fund Facts - Total Assets | Yes | Yes | |
| ETF Fund Facts - Total Holdings | Yes | Yes | |
| ETFs - Top 10 Holdings | Yes | Yes | |
| ETFs - Sector Exposure | Yes | Yes | |
| ETFs - Risk Analysis | Yes | No | |
| ETFs - Ratings | Yes | Yes | |
| ETFs - Morningstar StyleMap | Yes | Yes | |
| ETFs - PDF Reports | Yes | No |
| Mutual Fund Research | Fidelity | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Mutual Funds - Investment Objective | Yes | Yes | |
| Mutual Funds - Performance Chart | Yes | Yes | |
| Mutual Funds - Performance Analysis | Yes | Yes | |
| Mutual Funds - Prospectus | Yes | No | |
| Mutual Funds - 3rd Party Ratings | Yes | Yes | |
| Mutual Funds - Fees Breakdown | Yes | Yes | |
| Mutual Funds - Top 10 Holdings | Yes | Yes | |
| Mutual Funds - Asset Allocation | Yes | Yes | |
| Mutual Funds - Sector Allocation | Yes | Yes | |
| Mutual Funds - Country Allocation | Yes | Yes | |
| Mutual Funds - StyleMap | Yes | Yes |
| Options Trading | Fidelity | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Option Chains - Total Greeks | 5 | 0 | |
| Option Analysis - P&L Charts | Yes | No |
| Banking | Fidelity | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Bank (Member FDIC) | No | Yes | |
| Checking Accounts | No | Yes | |
| Savings Accounts | No | Yes | |
| Credit Cards | Yes | Yes | |
| Debit Cards | Yes | Yes | |
| Mortgage Loans | Yes | Yes |
| Customer Service | Fidelity | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Phone Support (Prospective Customers) | Yes | No | |
| Phone Support (Current Customers) | Yes | Yes | |
| Email Support | Yes | Yes | |
| Live Chat (Prospective Customers) | Yes | No | |
| Live Chat (Current Customers) | Yes | No | |
| 24/7 Support | Yes | Yes |
| Overall | Fidelity | J.P. Morgan Self-Directed Investing | |
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| Winner | check_circle | ||
| Review | Fidelity Review | J.P. Morgan Self-Directed Investing Review |
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